Terms & Conditions for Family Office Club

Your Charter Membership and Family Office Club Services (as defined in the Family Office Club Terms and Conditions) and purchase of is subject to these Renewal and Cancellation Terms. Capitalized terms used in these Renewal and Cancellation Terms, if not defined here, are as defined in the Terms and Conditions.

1. Access to Charter Membership Benefits:

Upon successful registration for a Charter Membership and completion of your initial payment, you gain immediate access to an array of exclusive member benefits provided by the Family Office Club.

2. Charter Membership Subscriptions & Auto-Renewals:

Initial Commitment: Your Charter Membership subscription begins with a commitment of 6 to 12 months, depending on your chosen membership duration. During this period, you may not cancel your subscription, and refunds are not applicable.

Auto-Renewal: Following the initial commitment period, your Charter Membership will automatically transition into a monthly auto-renewal billing cycle. You will be charged the prevailing rate at the start of each billing term via your designated payment method. It is your responsibility to maintain accurate billing information to ensure uninterrupted access to our Services.

Annual Corporate VIP Charter Membership into Monthly
$12,500/First Year then $745/Month
This membership includes three in-person tickets per each event.

6-Month Corporate VIP Charter Membership into Monthly
$6,500/First 6 Months then $745/Month
This membership includes three in-person tickets per each event.

Annual Premium Charter Membership to Monthly
$8,850/First Year then $585/Month
This membership includes two in-person or virtual tickets per each event.

6-Month Premium Charter Membership to Monthly
$4,750/First 6 Months then $585/Month
This membership includes two in-person or virtual tickets per each event.

Annual Charter Membership to Monthly
$6,000/First Year then $399/Month
This membership includes one in-person ticket per each event.

6-Month Charter Membership to Monthly
$3,450/First 6 Months then $399/Month
This membership includes one in-person ticket per each event.

3. Family Office Databases:

Family Office Databases, including Online and PRO Databases, are subject to automatic renewal based on your chosen database options. The billing for these databases will occur at the commencement of each billing term using your provided payment method. Please keep your billing information up-to-date to prevent any disruptions in your access.

4. Usage Restrictions for Database:

You are prohibited from claiming or implying that the Family Office Club, Family Office Databases, Richard C. Wilson, or any team member has facilitated a direct introduction to contacts in our database.

You may not purchase our databases with the intent to resell contact details obtained from them. Unsolicited email or CRM automation targeting contacts from our database is strictly prohibited.

Detailed outreach strategies for engaging with Family Offices can be found in our Training Webinar, “15 Strategies to Leveraging Our Database,” or the “How to Email an Investor” Training Webinar, accessible through our portal.

5. Charter Membership Cancellations and Refunds:

Charter Memberships cannot be canceled within the initial 6 to 12 months, as determined by your selected commitment duration. Refunds will not be granted if requested after your billing date.

Promotional memberships are exclusively available to new members and are not applicable to previous members. Charter Membership cancellations after the initial commitment period are contingent on the completion of the Family Office Club Membership Exit Survey.

6. Purchased Data Refund:

We offer a refund policy of 4 times the purchase price per listing for any contact found in our database that is not a family office wealth management firm. To qualify for a refund, provide us with an Excel format list of outdated contacts, including email addresses, names, phone numbers, and any other relevant information. Our team will review and process the refund or replacement accordingly.

7. Events & One-Time Tickets:

The Family Office Club is primarily an investor community with a focus on relationship-building and acquiring innovative skills.

You are not required to hold a current Charter Membership to attend our events. We offer Single-Event Tickets for one-time attendance at a summit or mastermind event. Additional events will require separate ticket purchases or becoming a Charter Member.

Our community thrives on a long-term vision and rejects a “get rich quick” mindset. Our proven track record and numerous testimonials attest to the value we provide. We believe that attending 1 – 2 events alone can offer $4,000 worth of value, yet our Charter Membership costs only a fraction of that.

By subscribing to our Family Office Club Charter Membership, you acknowledge and accept these Terms and Conditions, and agree to comply with all applicable policies and guidelines. We reserve the right to modify these Terms at any time, with the updated version superseding all previous versions. It is your responsibility to review these Terms periodically for any changes. For any questions or concerns, please contact our Customer Support team.